Dashboards and reports
Find out how to create dashboards and reports to visualize your data.
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Dashboards
Configure dashboards to organize your reports.
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Create reports
Learn how to create reports to visualize your data.
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Set up an Insight report
Report on the current state of your data.
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Set up a Historical values report
Track how your data has changed over time.
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Set up a Funnel report
Measure conversion rates through stages.
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Set up a Time in stage report
Analyze how long records spend in each stage.
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Set up a Stage changed report
Track records or values entering a stage during a time period.
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Manage reports
Manage, edit, and delete your reports.
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Build a sales reporting dashboard
Build these reports to analyze your sales cycle.